Kimberly Thomas Abmeyer, CFA, CFP

Overview

Kimberly Thomas Abmeyer is an insurance agent, a registered representative and an investment adviser representative based in Dallas, TX, with 25 years in the industry.

Years in the industry

25

States licensed

1

States registered

1

Carrier appointments

9

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 1 state

• Producer
• Series 66
• Series 7
• SIE

2 lines of authority, with every state and its dates

Firms

• Peak Brokerage Services, LLCCurrent firm
• Ascentis Wealth Management, LLCCurrent firm
• Abmeyer WealthCurrent firm

Employment history since 2000

Carriers

9 active carrier appointments

Book and practice

Firm assets under management on file